CMC Financial Group’s WEC Energy WEC Stock Holding History

CMC Financial Group’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,464	Closed	-$420K	–	24
2022 Q4	$420K	Hold	4,464	–	–	0.67%	16
2022 Q3	$399K	Hold	4,464	–	–	0.94%	14
2022 Q2	$449K	Hold	4,464	–	–	0.76%	15
2022 Q1	$451K	Hold	4,464	–	–	0.5%	25
2021 Q4	$433K	Hold	4,464	–	–	0.23%	23
2021 Q3	$394K	Hold	4,464	–	–	0.23%	21
2021 Q2	$397K	Hold	4,464	–	–	0.23%	23
2021 Q1	$418K	Hold	4,464	–	–	0.25%	22
2020 Q4	$411K	Hold	4,464	–	–	0.32%	20
2020 Q3	$433K	Hold	4,464	–	–	0.42%	18
2020 Q2	$391K	Hold	4,464	–	–	0.29%	19
2020 Q1	$393K	Hold	4,464	–	–	1.71%	12
2019 Q4	$412K	Hold	4,464	–	–	0.35%	30
2019 Q3	$425K	Hold	4,464	–	–	0.56%	22
2019 Q2	$372K	Hold	4,464	–	–	0.48%	27
2019 Q1	$353K	Buy	+4,464	New	+$331K	0.33%	26

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CMC Financial Group's WEC Position: Q1 2023 in Review

CMC Financial Group sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 4,464 shares — an estimated $420K sold.

CMC Financial Group first reported a position in WEC in Q1 2019 and held it in 16 quarters. The position peaked at $451K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

CMC Financial Group reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
CMC Financial Group sold 4,464 WEC Energy shares in Q1 2023, an estimated $420K.
CMC Financial Group first reported a position in WEC Energy in Q1 2019 and held it in 16 quarters.
CMC Financial Group's WEC Energy position peaked at $451K in Q1 2022.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on CMC Financial Group's 13F filing for Q1 2023, filed 1 May 2023.